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Xcel Energy
XEL

Overview Fund Activity

923 hedge funds and large institutions have $24.6B invested in Xcel Energy in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 365 increasing their positions, 300 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
923
Holders Change
-34
Holders Change %
-3.55%
% of All Funds
14.72%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
90
Increased
365
Reduced
300
Closed
110
Calls
$94.7M
Puts
$32.4M
Net Calls
+$62.4M
Net Calls Change
+$6.98M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$495M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$326M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$146M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$90.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$67.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$434M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$285M
3
Ameriprise
Ameriprise
Minnesota
-$240M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$75.8M
5
BC
Brookfield Corp
Ontario, Canada
-$62.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
251
Benjamin Edwards Inc
Missouri
$3.4M -$146K -2,543 -4%
IGAM
252
iA Global Asset Management
Quebec, Canada
$3.38M +$720K +12,584 +27%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$3.36M +$474K +8,287 +16%
PAG
254
Private Advisor Group
New Jersey
$3.33M +$39.8K +695 +1%
LA
255
LBP AM
France
$3.33M +$488K +8,522 +17%
AF
256
Advisornet Financial
Minnesota
$3.32M -$58.9K -1,030 -2%
PA
257
Profund Advisors
Maryland
$3.31M +$599K +10,465 +22%
Mercer Global Advisors
258
Mercer Global Advisors
Colorado
$3.3M -$61.1K -1,068 -2%
OSAM
259
O'Shaughnessy Asset Management
Connecticut
$3.28M +$1.06M +18,504 +48%
SG Americas Securities
260
SG Americas Securities
New York
$3.16M -$1.77M -30,863 -36%
MSAM
261
Moloney Securities Asset Management
Missouri
$3.04M +$43.8K +765 +1%
PI
262
Putnam Investments
Massachusetts
$2.98M +$242K +4,224 +9%
BCCM
263
Bridge Creek Capital Management
Massachusetts
$2.92M +$37.8K +660 +1%
GIBU
264
Gulf International Bank (UK)
United Kingdom
$2.9M -$286K -5,007 -9%
BCIM
265
British Columbia Investment Management
British Columbia, Canada
$2.86M +$23.6K +413 +0.8%
MYAM
266
Meiji Yasuda Asset Management
Japan
$2.85M +$1.43M +24,920 +100%
TRSOTSOK
267
Teachers Retirement System of the State of Kentucky
Kentucky
$2.81M – – –
JPMPWA
268
J.P. Morgan Private Wealth Advisors
California
$2.73M -$539K -9,424 -16%
SFS
269
Stiles Financial Services
Minnesota
$2.72M +$109K +1,902 +4%
WAM
270
Weiss Asset Management
Massachusetts
$2.72M +$2.72M +47,523 New
QCM
271
Quantinno Capital Management
New York
$2.71M +$878K +15,346 +48%
TRCT
272
Tower Research Capital (TRC)
New York
$2.7M +$1.75M +30,633 +184%
HWAM
273
Hennion & Walsh Asset Management
New Jersey
$2.69M -$45.6K -797 -2%
JFL
274
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.64M – – –
SEC
275
Seven Eight Capital
New York
$2.63M +$2.37M +41,462 +930%
9 10
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